Sargent Bickham Lagudis’s iShares MBS ETF MBB Stock Holding History

Sargent Bickham Lagudis’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-420	Closed	-$43K	–	1100
2022 Q1	$43K	Buy	+420	New	+$43.8K	﹤0.01%	484
2020 Q1	–	Sell	-7	Closed	-$1K	–	853
2019 Q4	$1K	Buy	+7	New	+$756	﹤0.01%	821
2019 Q3	–	Sell	-269	Closed	-$29K	–	752
2019 Q2	$29K	Buy	269 +31	+13%	+$3.3K	﹤0.01%	442
2019 Q1	$25K	Buy	+238	New	+$25K	﹤0.01%	483
2016 Q4	–	Sell	-165	Closed	-$18K	–	733
2016 Q3	$18K	Sell	165 -96	-37%	-$10.6K	﹤0.01%	492
2016 Q2	$29K	Hold	261	–	–	﹤0.01%	408
2016 Q1	$29K	Buy	+261	New	+$28.4K	﹤0.01%	434

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Sargent Bickham Lagudis's MBB Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 420 shares — an estimated $43K sold.

Sargent Bickham Lagudis first reported a position in MBB in Q1 2016 and held it in 7 quarters. The position peaked at $43K in Q1 2022. 697 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 420 iShares MBS ETF shares in Q2 2022, an estimated $43K.
Sargent Bickham Lagudis first reported a position in iShares MBS ETF in Q1 2016 and held it in 7 quarters.
Sargent Bickham Lagudis's iShares MBS ETF position peaked at $43K in Q1 2022.
697 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.